Acquisition adds $1.0 billion in assets, expands presence in the Northeast
New York, October 5, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced the signing of a definitive agreement to acquire Private Capital Group, LLC, a leading wealth management firm based in West Hartford, CT, offering comprehensive wealth management and retirement planning services.
“Private Capital Group has a talented team providing clients with comprehensive financial plan